Compensation: Competitive base salary + performance bonus
About VantagePoint
VantagePoint is a global finance transformation and technology consultancy helping organisations modernise the finance function through process improvement, data, and leading technology platforms.
Founded in London, the firm has grown rapidly from a team of five to more than 100 professionals across Europe, North America and APAC.
We specialise in implementing and optimising market-leading finance technologies, supporting organisations through complex transformation programmes and helping finance teams operate with greater control, transparency and insight.
Our model combines deep finance expertise with strong technical delivery – allowing us to deliver practical outcomes and long-term partnerships with our clients.
The opportunity
We’re looking for a Revenue Operations & Data Manager to own and elevate the integrity, structure, and flow of our commercial and operational data.
This is a hands‑on, systems‑led role at the intersection of CRM, operational systems, and finance – ensuring our data is trusted, our systems are connected, and our forecasting is reliable.
You will act as the single owner of data quality across the revenue lifecycle – from deal creation through to project setup and financial insight – playing a key role in improving revenue predictability, operational efficiency, and decision‑making.
You identify and resolve inconsistencies, remove manual processes, and improve data reliability.
Core responsibilities
CRM ownership & pipeline hygiene
- Own CRM data quality across pipeline – deal stages, probabilities, close dates, and values
- Establish governance and hold deal owners accountable for accuracy
- Run regular pipeline reviews to ensure forecasting reflects reality
- Build automated workflows (e.g. Zapier) to enforce hygiene and reduce manual chasing
- Own the end‑to‑end data model across CRM (Attio), project tracking tools (Rocketlane), and finance systems
- Design and maintain clean, scalable data flows between systems
- Identify and resolve data gaps, duplication, and inconsistencies
- Reduce reliance on spreadsheets and manual reconciliation
Forecasting & commercial insight
- Translate pipeline and project data into accurate revenue forecasts
- Identify gaps between pipeline, delivery progress, billing, and revenue
- Surface risks, trends, and performance signals early
- Partner with leadership to improve forecast accuracy and decision‑making
- Ensure clean data handoff from closed deal to project setup across systems
- Own the integrity of project‑level data (structure, metadata, financial inputs)
- Build automations to remove manual re‑keying between systems
- Maintain clear documentation of how data flows and processes
- Own the automation stack across commercial and operational workflows
- Identify and eliminate manual or repetitive processesMaintain a prioritised backlog of improvements and automations
- Track impact – time saved, errors reduced, speed improved
What we’re looking for
Experience & capability
- Experience in Revenue Operations, Data/Systems, or Operational Finance in a consultancy or professional services environment
- Strong hands‑on experience with CRM systems (e.g. HubSpot, Attio) and pipeline management
- Experience with workflow automation tools and building multi‑step workflows
- Understanding of how data flows across CRM > delivery > finance (ERP)
- Experience producing forecasting, pipeline, or performance insights (not just reporting)
- Strong grasp of data structures, integrations, and system design
Key attributes
- High attention to detail with a low tolerance for poor data quality
- Comfortable holding stakeholders to account, particularly within sales
- Systems‑minded – always looking to simplify, structure, and automate
- Able to operate across technical detail and commercial context
- Clear, confident communicator with senior stakeholder presence
What success looks like
- CRM pipeline is accurate, owned, and trusted – not chased
- Systems are connected end‑to‑end with clean, reliable data flows
- Forecasting is consistent, data‑led, and used to drive decisions
- Project data is set up right first time, enabling reliable downstream reporting
- Manual processes are progressively eliminated through automation
Our values
- Thrive together – we win as one team
- Take ownership – accountability for outcomes, not just tasks
- Quality, every time – consistent, well‑judged delivery
- Be human, first – trust, empathy and respect
- Speak with clarity – open, direct, low ego
- Move with intent – decisive, reflective, always improving
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